Microsoft Dynamics 365 Sales — Question 98

You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name.

A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for HospitalA. You realize you can add the nurse as a contact to only one hospital.

You need to ensure that the nurse is associated with both hospitals in the system.

What should you do?

Answer options

• A. Create an access team that has the nurse as owner. Open the HospitalA account record and assign it to the new team account. Repeat this process for HospitalB.
• B. Open the contact record for the nurse and create a connection to HospitalB.
• C. Create business units for HospitalA and HospitalB. Open the contact record for the nurse and assign it to a user in HospitalB.
• D. Open the HospitalB record and assign the nurse to a task activity.

Correct answer: A

Explanation

The correct answer is A because creating an access team allows the nurse to be associated with multiple hospitals, providing the necessary permissions across both accounts. Option B is incorrect as creating a connection does not officially link the contact to the account. Option C is incorrect since business units alone do not resolve the issue of contact association. Option D is also incorrect as assigning the nurse to a task does not link her to HospitalB as a contact.